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FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR

73 hedge funds and large institutions have $133M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3% more funds holding

Funds holding: 71 → 73 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.08% less ownership

Funds ownership: 74.8% → 73.72% (-1.1%)

6% less capital invested

Capital invested by funds: $141M → $133M (-$8.09M)

69% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 32

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
10
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$965K
2
Jane Street
Jane Street
New York
+$806K
3
Goldman Sachs
Goldman Sachs
New York
+$708K
4
SAW
Signal Advisors Wealth
Michigan
+$469K
5
LPL Financial
LPL Financial
California
+$401K

Top Sellers

Rank Fund Capital Flow
1
AC
AIFG Consultants
New York
-$3.35M
2
RFG
REAP Financial Group
Texas
-$2.9M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.4M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.17M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
51
Sequent Planning
Nebraska
$256K +$3.81K +109 +2%
PA
52
PFG Advisors
Arizona
$245K – – –
CAM
53
Cresset Asset Management
Illinois
$239K – – –
QCIG
54
Quad-Cities Investment Group
Iowa
$230K -$109K -3,112 -32%
RFC
55
Regions Financial Corp
Alabama
$220K – – –
TCM
56
Triumph Capital Management
Colorado
$213K – – –
MFA
57
Millington Financial Advisors
Illinois
$213K – – –
HP
58
Holistic Planning
Texas
$204K +$201K +5,752 New
CA
59
Claro Advisors
Massachusetts
$202K +$199K +5,698 New
Barclays
60
Barclays
United Kingdom
$155K +$152K +4,366 New
CFGS
61
Concourse Financial Group Securities
Alabama
$131K – – –
Comerica Bank
62
Comerica Bank
Texas
$129K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$129K +$3.56K +102 +3%
DFA
64
DHJJ Financial Advisors
Illinois
$129K – – –
TLA
65
Tanglewood Legacy Advisors
Texas
$117K – – –
IA
66
IFP Advisors
Florida
$69.5K – – –
GRP
67
Global Retirement Partners
California
$63K -$9.35K -268 -13%
CIAS
68
Capital Investment Advisory Services
North Carolina
$47.5K – – –
NS
69
NBC Securities
Alabama
$29K – – –
IF
70
Integrity Financial
Wyoming
$26.2K – – –
PS
71
Principal Securities
Iowa
$26K – – –
Morgan Stanley
72
Morgan Stanley
New York
$18.1K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$11.9K +$11.7K +334 New
VCM
74
Virtue Capital Management
Tennessee
– -$624K -17,902 Closed
GS
75
GTS Securities
New York
– -$342K -9,901 Closed
1 2
3
4

XMAR Hedge Fund Activity: Q3 2024 in Review

73 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q3 2024, worth a combined $133M — down 5.7% from $141M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XMAR positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 32 trimmed.

The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $965K. The largest seller was AIFG Consultants, cutting an estimated $3.35M.

  • 73 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q3 2024, up from 71 in Q2 2024.
  • Funds reported $133M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q3 2024, down 5.7% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q3 2024 and 6 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q3 2024 was CreativeOne Wealth, an estimated $965K added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q3 2024 was AIFG Consultants, an estimated $3.35M sold.

Based on aggregated 13F filings for Q3 2024.